Financial Advisor

Eden Rose; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

Eden Rose is seeking a Financial Adviser to join their team and service an existing client bank, delivering ongoing financial planning advice without the pressure of generating new business. You’ll focus on maintaining strong client relationships and high-quality service.

The ideal candidate holds the Level 4 Diploma in Regulated Financial Planning, has prior adviser experience, and excels in client servicing and relationship management with a client-centered approach to advice.

Qualifications

• Holds Level 4 Diploma in Regulated Financial Planning.
• Experience as Financial Adviser or Financial Planner.
• Strong client servicing and relationship management.
• Client-focused approach to advice.

Responsibilities

• Manage and develop relationships with an established client bank.
• Provide ongoing financial advice and financial planning support.
• Conduct regular client meetings and reviews.
• Understand clients’ changing circumstances and financial objectives.
• Prepare recommendations and ensure advice is delivered to a high standard.
• Work closely with paraplanning and administration teams.
• Maintain accurate and compliant client records.
• Build strong, long-term relationships with clients.
• Keep up to date with technical, regulatory and industry developments.

Skills

Client relationships

Financial planning

Communication

Regulatory knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

We’re working with an established financial planning business that is looking for a Financial Adviser to join their team and focus on servicing an existing client bank.

This is a great opportunity for an adviser who enjoys building long-term client relationships and providing ongoing financial planning advice, without the pressure of generating new business.

The Role

You’ll be responsible for:

• Managing and developing relationships with an established client bank
• Providing ongoing financial advice and financial planning support
• Conducting regular client meetings and reviews
• Understanding clients’ changing circumstances and financial objectives
• Preparing recommendations and ensuring advice is delivered to a high standard
• Working closely with paraplanning and administration teams
• Maintaining accurate and compliant client records
• Building strong, long-term relationships with clients
• Keeping up to date with technical, regulatory and industry developments

About You

We’re looking for someone who:

• Holds Level 4 Diploma in Regulated Financial Planning
• Has experience working as a Financial Adviser or Financial Planner
• Enjoys client servicing and relationship management
• Has strong communication and interpersonal skills
• Takes a client-focused approach to advice
• Is technically strong and committed to maintaining high professional standards
• Would prefer a role focused on existing clients rather than new business generation